WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$45.5M
3
+$39.5M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$35.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$25.6M

Top Sells

1
+$25.2M
2
+$17.8M
3
+$11.7M
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$11.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.97M

Sector Composition

1 Technology 3.47%
2 Financials 2.76%
3 Consumer Discretionary 1.2%
4 Communication Services 0.94%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$235K ﹤0.01%
14,678
702
$235K ﹤0.01%
22,216
+1,749
703
$234K ﹤0.01%
3,577
-1,242
704
$234K ﹤0.01%
8,355
+309
705
$233K ﹤0.01%
+3,453
706
$233K ﹤0.01%
8,018
707
$232K ﹤0.01%
2,736
-135
708
$232K ﹤0.01%
4,125
+484
709
$231K ﹤0.01%
3,097
-368
710
$229K ﹤0.01%
+1,227
711
$228K ﹤0.01%
902
+152
712
$228K ﹤0.01%
2,465
+190
713
$228K ﹤0.01%
180
+36
714
$227K ﹤0.01%
4,643
-1,369
715
$226K ﹤0.01%
+2,769
716
$226K ﹤0.01%
+2,090
717
$225K ﹤0.01%
+8,206
718
$225K ﹤0.01%
1,931
719
$225K ﹤0.01%
+2,716
720
$225K ﹤0.01%
+993
721
$222K ﹤0.01%
66,212
722
$221K ﹤0.01%
+651
723
$220K ﹤0.01%
3,959
724
$220K ﹤0.01%
+370
725
$219K ﹤0.01%
1,365
-159
27 28
29
30 31